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High Net Worth Advisory Group’s United States Oil Fund USO Stock Holding History

High Net Worth Advisory Group’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5
Closed – – 727
2022
Q2 		$0 Buy
+5
New +$405 ﹤0.01% 724

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

High Net Worth Advisory Group's USO Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of United States Oil Fund (USO) in Q3 2022, closing a stake of 5 shares.

High Net Worth Advisory Group first reported a position in USO in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 187 funds tracked by Wall St. Rank hold USO as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining United States Oil Fund position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 5 United States Oil Fund shares in Q3 2022.
  • High Net Worth Advisory Group first reported a position in United States Oil Fund in Q2 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's United States Oil Fund position peaked at $0 in Q2 2022.
  • 187 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.